Multi-Lender Scenario Comparison Within a Single Deal
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Tyler Lister
It would be incredibly helpful to be able to desk multiple lender scenarios on the same vehicle under the customers profile. We use 3-4 different leasing companies, and right now I do not have a way to compare the payment options without creating multiple deals for the same customer. I'm not sure how the programming works, but it would be easier from a sales perspective to have a way to have multiple structures on the same deal. One thought is making the Lease, Finance, and Cash windows able to be edited. If we have a customer who is solely looking at one type of purchase over any others, it would be cool to change the other one or two tabs to make it the same and then we could edit each according to different lenders.
Shelby Parker
Hello Tyler Lister! I have a few more questions for you:
- What specific information or features would you like to see when comparing multiple lender scenarios?
- How frequently do you need to compare multiple lender scenarios for a single customer?
- Are there any specific challenges you face with the current process of creating multiple deals for comparison?
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Tyler Lister
Shelby Parker
- I would like to see the ability to have multiple lease or finance opportunities to show a customer in the same deal/vehicle structure (ie. one tab as MSRP, one tab as the applicable discount, and one tab as a different lender than our captive lender).
- We compare multiple lenders on almost every one of our leases - so every day, almost every deal.
- The primary challenges include the time it takes to restructure the deal based on different lenders or discounts available, logging or reviewing the structure we did in the past (the history tab is only helpful to a point), and the ability to show the customer a quick side by side comparison without having to click back and forth between multiple deals.
I believe the easiest way to accomplish this would be to allow the Lease, Finance, and Cash tabs to have a drop down where you can select a different purchase option. The example would be to be able to customize what each tab is showing.
If you have any further questions or any additional input in regard to the request, you can call me.